Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $107,303 |
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $83,779 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,711 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,394 | $96,018+66.0% | $65,493+143.4% | $85,563+86.3% |
| Participation rate | 89.4% | 74.8%+14.6pp | 73.1%+16.3pp | 66.0%+23.5pp |
| Annual return | 12.09% | 14.51%-2.4pp | 982.45%-970.4pp | 31.51%-19.4pp |
| Employer contribution / active EE | $3,188 | $3,235-1.5% | $2,574+23.8% | $2,654+20.1% |
| Participant deferral / active EE | $5,149 | $4,055+27.0% | $3,961+30.0% | $4,375+17.7% |
| Admin fee / account holder | $154 | $271-43.0% | $5,028-96.9% | $834-81.5% |